St. Clair Advisors
IWF icon

St. Clair Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

St. Clair Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$843K Sell
6,730
-719
-10% -$88K 0.21% 52
2026
Q2 		$925K Sell
7,449
-5,847
-44% -$705K 0.24% 50
2026
Q1 		$1.42M Buy
13,296
+2,360
+22% +$268K 0.38% 42
2025
Q4 		$1.29M Buy
10,936
+784
+8% +$92.9K 0.33% 44
2025
Q3 		$1.19M Buy
10,152
+8
+0.1% +$891 0.32% 43
2025
Q2 		$1.08M Sell
10,144
-820
-7% -$78.4K 0.28% 42
2025
Q1 		$990K Sell
10,964
-1,820
-14% -$180K 0.28% 45
2024
Q4 		$1.28M Buy
12,784
+544
+4% +$53.5K 0.37% 42
2024
Q3 		$1.15M Buy
12,240
+20
+0.2% +$1.81K 0.33% 42
2024
Q2 		$1.11M Buy
12,220
+12
+0.1% +$1.02K 0.36% 40
2024
Q1 		$1.03M Sell
12,208
-9,960
-45% -$802K 0.33% 44
2023
Q4 		$1.68M Buy
22,168
+9,584
+76% +$678K 0.58% 31
2023
Q3 		$837K Buy
12,584
+1,492
+13% +$103K 0.33% 45
2023
Q2 		$763K Buy
11,092
+3,196
+40% +$203K 0.3% 45
2023
Q1 		$482K Buy
7,896
+916
+13% +$52.8K 0.21% 57
2022
Q4 		$374K Buy
6,980
+2,672
+62% +$147K 0.24% 42
2022
Q3 		$227K Sell
4,308
-5,468
-56% -$322K 0.18% 39
2022
Q2 		$534K Buy
+9,776
New +$587K 0.43% 24
2022
Q1 		– Sell
-16,008
Closed -$1.22M – 46
2021
Q4 		$1.22M Buy
+16,008
New +$1.19M 0.7% 20

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

St. Clair Advisors's IWF Position: Q3 2026 in Review

St. Clair Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.7% in Q3 2026, selling an estimated $88K and leaving 6,730 shares worth $843K. The position accounts for 0.21% of the portfolio, ranked #52.

St. Clair Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q4 2023. 864 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • St. Clair Advisors held 6,730 shares of iShares Russell 1000 Growth ETF worth $843K as of Q3 2026.
  • St. Clair Advisors sold 719 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $88K.
  • iShares Russell 1000 Growth ETF made up 0.21% of St. Clair Advisors's portfolio in Q3 2026, its #52 holding.
  • St. Clair Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • St. Clair Advisors's iShares Russell 1000 Growth ETF position peaked at $1.68M in Q4 2023.
  • 864 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.